?>
Logo

PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN
Plan identification number 001

PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHILLIPS MACHINE SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PHILLIPS MACHINE SERVICE, INC.
Employer identification number (EIN):550570046
NAIC Classification:333100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01DONALD RUCKER2022-04-12 DONALD RUCKER2022-04-12
0012019-10-01DONALD RUCKER2021-07-08 DONALD RUCKER2021-07-08
0012018-10-01DONALD RUCKER2020-07-07 DONALD RUCKER2020-07-07
0012017-10-01DONALD RUCKER2019-07-12 DONALD RUCKER2019-07-12
0012016-10-01
0012015-10-01
0012014-10-01RANDY WILLIAMS RANDY WILLIAMS2016-07-15
0012013-10-01RANDY WILLIAMS RANDY WILLIAMS2015-07-06
0012012-10-01FRANK MILLER FRANK MILLER2014-07-14
0012011-10-01FRANK MILLER FRANK MILLER2013-07-12
0012009-10-01FRANK MILLERJR. FRANK MILLERJR.2011-07-08
0012008-10-01

Plan Statistics for PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2020: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01119
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-010
Number of participants with account balances2020-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01143
Total number of active participants reported on line 7a of the Form 55002019-10-0176
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0143
Total of all active and inactive participants2019-10-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01119
Number of participants with account balances2019-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01138
Total number of active participants reported on line 7a of the Form 55002018-10-01110
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0132
Total of all active and inactive participants2018-10-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01142
Number of participants with account balances2018-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01137
Total number of active participants reported on line 7a of the Form 55002017-10-0199
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0136
Total of all active and inactive participants2017-10-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01135
Number of participants with account balances2017-10-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01166
Total number of active participants reported on line 7a of the Form 55002016-10-01113
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0125
Total of all active and inactive participants2016-10-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01138
Number of participants with account balances2016-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01198
Total number of active participants reported on line 7a of the Form 55002015-10-01113
Number of other retired or separated participants entitled to future benefits2015-10-0152
Total of all active and inactive participants2015-10-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01165
Number of participants with account balances2015-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01251
Total number of active participants reported on line 7a of the Form 55002014-10-01202
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0117
Total of all active and inactive participants2014-10-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01220
Number of participants with account balances2014-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01254
Total number of active participants reported on line 7a of the Form 55002013-10-01233
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0118
Total of all active and inactive participants2013-10-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01252
Number of participants with account balances2013-10-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01307
Total number of active participants reported on line 7a of the Form 55002012-10-01214
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0123
Total of all active and inactive participants2012-10-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01238
Number of participants with account balances2012-10-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0161
2011: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01291
Total number of active participants reported on line 7a of the Form 55002011-10-01301
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0110
Total of all active and inactive participants2011-10-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01312
Number of participants with account balances2011-10-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0115
2009: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01195
Total number of active participants reported on line 7a of the Form 55002009-10-01190
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0114
Total of all active and inactive participants2009-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01205
Number of participants with account balances2009-10-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0117

Financial Data on PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN

Measure Date Value
2021 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$1,114,816
Total of all expenses incurred2021-09-30$9,985,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$9,852,584
Expenses. Certain deemed distributions of participant loans2021-09-30$77,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$69,142
Value of total assets at end of year2021-09-30$0
Value of total assets at beginning of year2021-09-30$8,871,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$55,991
Total interest from all sources2021-09-30$2,539
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$175,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$175,793
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$67,266
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$95,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$-8,871,102
Value of net assets at end of year (total assets less liabilities)2021-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$8,871,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$55,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$7,542,038
Interest on participant loans2021-09-30$2,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,233,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$867,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$9,852,584
Did the plan have assets held for investment2021-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30Yes
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RICHMOND & COMPANY
Accountancy firm EIN2021-09-30550678792
2020 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$954,521
Total of all expenses incurred2020-09-30$1,924,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,864,092
Expenses. Certain deemed distributions of participant loans2020-09-30$17,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$314,659
Value of total assets at end of year2020-09-30$8,871,102
Value of total assets at beginning of year2020-09-30$9,841,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$42,893
Total interest from all sources2020-09-30$7,216
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$305,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$305,692
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$305,924
Participant contributions at end of year2020-09-30$95,175
Participant contributions at beginning of year2020-09-30$123,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-969,935
Value of net assets at end of year (total assets less liabilities)2020-09-30$8,871,102
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$9,841,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$42,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$7,542,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$8,401,878
Interest on participant loans2020-09-30$7,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,233,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,315,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$326,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$8,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,864,092
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RICHMOND & COMPANY
Accountancy firm EIN2020-09-30550678792
2019 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$861,040
Total of all expenses incurred2019-09-30$3,020,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,961,042
Expenses. Certain deemed distributions of participant loans2019-09-30$8,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$384,290
Value of total assets at end of year2019-09-30$9,841,037
Value of total assets at beginning of year2019-09-30$12,000,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$50,677
Total interest from all sources2019-09-30$6,909
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$501,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$501,249
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$373,271
Participant contributions at end of year2019-09-30$123,779
Participant contributions at beginning of year2019-09-30$113,568
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$302
Administrative expenses (other) incurred2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-2,159,368
Value of net assets at end of year (total assets less liabilities)2019-09-30$9,841,037
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$12,000,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$50,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$8,401,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$10,517,668
Interest on participant loans2019-09-30$6,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$1,315,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$1,369,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-31,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$10,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,961,042
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RICHMOND & COMPANY
Accountancy firm EIN2019-09-30550678792
2018 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$1,308,604
Total of all expenses incurred2018-09-30$1,834,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,774,858
Expenses. Certain deemed distributions of participant loans2018-09-30$23,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$417,409
Value of total assets at end of year2018-09-30$12,000,405
Value of total assets at beginning of year2018-09-30$12,526,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$36,377
Total interest from all sources2018-09-30$6,590
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$341,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$341,953
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$414,952
Participant contributions at end of year2018-09-30$113,568
Participant contributions at beginning of year2018-09-30$112,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-526,136
Value of net assets at end of year (total assets less liabilities)2018-09-30$12,000,405
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$12,526,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$36,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$10,517,668
Income. Interest from loans (other than to participants)2018-09-30$6,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$12,414,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$12,414,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$1,369,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$542,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,774,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RICHMOND & COMPANY
Accountancy firm EIN2018-09-30550678792
2017 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-09-30$1,719,996
Total of all expenses incurred2017-09-30$3,862,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$3,858,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$411,564
Value of total assets at end of year2017-09-30$12,526,541
Value of total assets at beginning of year2017-09-30$14,668,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$3,827
Total interest from all sources2017-09-30$6,300
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$4,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$4,072
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$411,564
Participant contributions at end of year2017-09-30$112,027
Participant contributions at beginning of year2017-09-30$124,107
Participant contributions at end of year2017-09-30$17,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-2,142,432
Value of net assets at end of year (total assets less liabilities)2017-09-30$12,526,541
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$14,668,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$942,413
Value of interest in pooled separate accounts at beginning of year2017-09-30$10,633,320
Interest on participant loans2017-09-30$6,300
Value of interest in common/collective trusts at beginning of year2017-09-30$2,969,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$12,397,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$80,349
Net investment gain/loss from pooled separate accounts2017-09-30$1,233,968
Net investment gain or loss from common/collective trusts2017-09-30$-16,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$3,858,601
Contract administrator fees2017-09-30$3,827
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RICHMOND & COMPANY
Accountancy firm EIN2017-09-30550678792
2016 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-09-30$1,646,381
Total of all expenses incurred2016-09-30$3,180,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$3,167,223
Expenses. Certain deemed distributions of participant loans2016-09-30$592
Value of total corrective distributions2016-09-30$8,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$510,053
Value of total assets at end of year2016-09-30$14,668,973
Value of total assets at beginning of year2016-09-30$16,202,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$4,441
Total interest from all sources2016-09-30$12,700
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$3,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$3,950
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$496,731
Participant contributions at end of year2016-09-30$124,107
Participant contributions at beginning of year2016-09-30$235,714
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$8,915
Other income not declared elsewhere2016-09-30$682
Administrative expenses (other) incurred2016-09-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-1,533,958
Value of net assets at end of year (total assets less liabilities)2016-09-30$14,668,973
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$16,202,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$942,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,060,236
Value of interest in pooled separate accounts at end of year2016-09-30$10,633,320
Value of interest in pooled separate accounts at beginning of year2016-09-30$11,319,503
Interest on participant loans2016-09-30$12,700
Value of interest in common/collective trusts at end of year2016-09-30$2,969,133
Value of interest in common/collective trusts at beginning of year2016-09-30$3,587,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$59,236
Net investment gain/loss from pooled separate accounts2016-09-30$1,016,583
Net investment gain or loss from common/collective trusts2016-09-30$43,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$4,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$3,167,223
Contract administrator fees2016-09-30$4,439
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RICHMOND & COMPANY
Accountancy firm EIN2016-09-30550678792
2015 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$774,448
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,697,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,681,043
Expenses. Certain deemed distributions of participant loans2015-09-30$630
Value of total corrective distributions2015-09-30$10,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$793,998
Value of total assets at end of year2015-09-30$16,202,931
Value of total assets at beginning of year2015-09-30$17,126,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$5,268
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$21,035
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$9,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$9,850
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$751,982
Participant contributions at end of year2015-09-30$235,714
Participant contributions at beginning of year2015-09-30$257,086
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$5,891
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$2
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-923,372
Value of net assets at end of year (total assets less liabilities)2015-09-30$16,202,931
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$17,126,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,060,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,299,725
Value of interest in pooled separate accounts at end of year2015-09-30$11,319,503
Value of interest in pooled separate accounts at beginning of year2015-09-30$12,657,445
Interest on participant loans2015-09-30$21,035
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$0
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$3,587,478
Value of interest in common/collective trusts at beginning of year2015-09-30$2,912,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-164,712
Net investment gain/loss from pooled separate accounts2015-09-30$71,523
Net investment gain or loss from common/collective trusts2015-09-30$42,754
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$36,125
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,681,043
Contract administrator fees2015-09-30$5,266
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2015-09-30558723494
2014 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$2,254,185
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,521,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,481,550
Expenses. Certain deemed distributions of participant loans2014-09-30$15,351
Value of total corrective distributions2014-09-30$19,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$861,883
Value of total assets at end of year2014-09-30$17,126,303
Value of total assets at beginning of year2014-09-30$16,393,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$4,819
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$23,393
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$7,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$7,891
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$850,404
Participant contributions at end of year2014-09-30$257,086
Participant contributions at beginning of year2014-09-30$268,548
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$30,359
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$6,780
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$732,773
Value of net assets at end of year (total assets less liabilities)2014-09-30$17,126,303
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$16,393,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,299,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,025,376
Value of interest in pooled separate accounts at end of year2014-09-30$12,657,445
Value of interest in pooled separate accounts at beginning of year2014-09-30$11,995,069
Interest on participant loans2014-09-30$23,393
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$0
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$2,912,047
Value of interest in common/collective trusts at beginning of year2014-09-30$3,074,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$57,832
Net investment gain/loss from pooled separate accounts2014-09-30$1,280,982
Net investment gain or loss from common/collective trusts2014-09-30$22,204
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$4,699
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,481,550
Contract administrator fees2014-09-30$4,819
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2014-09-30558723494
2013 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$2,617,333
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$2,759,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$2,721,018
Expenses. Certain deemed distributions of participant loans2013-09-30$2,828
Value of total corrective distributions2013-09-30$31,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$801,040
Value of total assets at end of year2013-09-30$16,393,530
Value of total assets at beginning of year2013-09-30$16,535,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$4,016
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$21,717
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$5,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$5,031
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$798,847
Participant contributions at end of year2013-09-30$268,548
Participant contributions at beginning of year2013-09-30$247,480
Participant contributions at end of year2013-09-30$30,359
Participant contributions at beginning of year2013-09-30$26,387
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$1,338
Administrative expenses (other) incurred2013-09-30$6
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-141,825
Value of net assets at end of year (total assets less liabilities)2013-09-30$16,393,530
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$16,535,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,025,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$263,006
Value of interest in pooled separate accounts at end of year2013-09-30$11,995,069
Value of interest in pooled separate accounts at beginning of year2013-09-30$12,145,829
Interest on participant loans2013-09-30$21,448
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$269
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$3,074,178
Value of interest in common/collective trusts at beginning of year2013-09-30$2,883,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$969,182
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$89,680
Net investment gain/loss from pooled separate accounts2013-09-30$1,721,396
Net investment gain or loss from common/collective trusts2013-09-30$-22,869
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$2,193
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$2,721,018
Contract administrator fees2013-09-30$4,010
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30SUTTLE AND STALNAKER, PLLC
Accountancy firm EIN2013-09-30558723494
2012 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$3,844,724
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,423,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,394,237
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$26,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,578,675
Value of total assets at end of year2012-09-30$16,535,355
Value of total assets at beginning of year2012-09-30$14,114,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,937
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$20,402
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$672
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$1,293,851
Participant contributions at end of year2012-09-30$247,480
Participant contributions at beginning of year2012-09-30$202,690
Participant contributions at end of year2012-09-30$26,387
Participant contributions at beginning of year2012-09-30$39,967
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$9,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$7,774
Administrative expenses (other) incurred2012-09-30$1
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,420,863
Value of net assets at end of year (total assets less liabilities)2012-09-30$16,535,355
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$14,114,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$263,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$62,751
Value of interest in pooled separate accounts at end of year2012-09-30$12,145,829
Value of interest in pooled separate accounts at beginning of year2012-09-30$11,115,103
Interest on participant loans2012-09-30$18,582
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$1,820
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$2,883,471
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$969,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$2,684,159
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$15,767
Net investment gain/loss from pooled separate accounts2012-09-30$2,112,267
Net investment gain or loss from common/collective trusts2012-09-30$109,167
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$275,594
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$9,822
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,394,237
Contract administrator fees2012-09-30$2,936
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30SUTTLE AND STALNAKER, PLLC
Accountancy firm EIN2012-09-30558723494
2011 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,684,015
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,387,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,383,977
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,564,033
Value of total assets at end of year2011-09-30$14,114,492
Value of total assets at beginning of year2011-09-30$13,817,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$3,249
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$24,305
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$25
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$1,291,030
Participant contributions at end of year2011-09-30$202,690
Participant contributions at beginning of year2011-09-30$188,962
Participant contributions at end of year2011-09-30$39,967
Participant contributions at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$11,487
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$4,623
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$296,789
Value of net assets at end of year (total assets less liabilities)2011-09-30$14,114,492
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$13,817,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$62,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$43,966
Value of interest in pooled separate accounts at end of year2011-09-30$11,115,103
Value of interest in pooled separate accounts at beginning of year2011-09-30$10,714,287
Interest on participant loans2011-09-30$17,927
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$6,378
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$2,684,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$2,870,488
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$240,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-7,410
Net investment gain/loss from pooled separate accounts2011-09-30$98,439
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$261,516
Employer contributions (assets) at end of year2011-09-30$9,822
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,143,977
Contract administrator fees2011-09-30$3,249
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2011-09-30550538163
2010 : PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN

2020: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingYes
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PHILLIPS MACHINE SERVICE, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502678-01
Policy instance 1
Insurance contract or identification number502678-01
Number of Individuals Covered0
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $524
Insurance broker organization code?3
Amount paid for insurance broker fees0
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502678-01
Policy instance 1
Insurance contract or identification number502678-01
Number of Individuals Covered32
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $3,326
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,164
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502678-01
Policy instance 1
Insurance contract or identification number502678-01
Number of Individuals Covered32
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $3,743
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,310
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number502678-01
Policy instance 1
Insurance contract or identification number502678-01
Number of Individuals Covered33
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $3,260
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3